Filed June 26, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ELLWOOD ASSOCIATES3+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $69,544 |
PENSION LIVE, LLC3+ years Service code 11 · EIN 26-2239692 | Actuarial | $48,343 |
US BANK2 years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $16,706 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $15,200 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,564-100.0% | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | - |
| Annual return | 7.88% | 28.83%-21.0pp | 14.41%-6.5pp | - |
| Employer contribution / active EE | $41,051 | $15,177+170.5% | $45,283-9.3% | - |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $9,941-100.0% | - |